Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Breslow is a financial advisor with over 26 years of experience in the financial services industry. David is currently registered with Farmers Financial Solutions, LLC. David has held previous registrations with Royal Alliance Associates, Inc., Signator Investors, Inc., Transamerica Financial Advisors, Inc, and Locust Street Securities, Inc.. David holds a Series 6, Series 63, and SIE license. David is licensed to provide financial advice in California, Oregon, Tennessee, and Washington.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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CA
10/31/2019 - Present
Farmers Financial Solutions, LLC (Livermore CA)
CA
11/02/2018 - 10/21/2019
ROYAL ALLIANCE ASSOCIATES, INC. (SOUTH PASADENA CA)
CA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (SAN RAMON CA)
CA
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (SAN RAMON CA)
CA
07/24/2003 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (SAN RAMON CA)
IA
01/01/2002 - 06/30/2003
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MO
09/05/1997 - 01/01/2002
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
CA
08/05/1996 - 09/08/1997
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BC
Issued 08/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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